Adjustments

IN THIS ARTICLE

Overview

An adjustment is a named line applied to the whole deal. You can stack several, each set as a discount or a charge, with its own reason, optional condition, and a fixed amount or a percentage of the total.

• A discount reduces price; a charge increases it. Both move price only, never cost, so a discount lowers margin (and fires the below-target warning when you cut too deep) while a charge lifts it.
• The net total flows through to proposals, exports, and forecasts as the headline payable value.
• Each adjustment can carry a buyer-facing reason and an optional condition note.

Adjustments on the deal overview

Getting started

Adjustments live on the deal overview tab, below the budget breakdown.

1. Click Add adjustment on the Net total row to open the adjustments dialog.
2. Set the row to Discount or Charge, enter a reason, then a fixed amount or a percent of the total.
3. Add an optional condition note, then close the dialog.

The adjustments dialog

Reason and condition

The reason is the buyer-facing label. Type your own, or pick from the grouped preset list: discounts (Commercial discount, Volume discount, Strategic discount, Early commitment) or charges (Expedited delivery, Fixed-price premium, Risk premium, Out-of-hours premium). Picking a preset also sets the row's type.

The condition is an optional prospect-facing note, for example "valid until 30 Jun 2026". When set, it appears alongside the adjustment in the deal and as a footnote on the proposal budget slide.

Amount and percent

Set each adjustment as either a fixed amount in the deal currency or a percent of the total. You enter one method; the other column shows the equivalent value.

Adjustments apply in list order, each against the running remainder after the ones above it. Drag to reorder them. A discount can never take the net below zero; a charge can lift the net above the gross subtotal.

The deal shows the subtotal, each adjustment with the margin points it moves (a discount as a reduction, a charge as an increase), and the resulting net total with its net margin.

Proposal budget slide

When a deal has adjustments, the proposal budget slide lists the subtotal, each named line with its amount (discounts as −, charges as +), and the net total as the headline figure. Conditions appear as footnotes. Internal attribution is never shown to the buyer.

Budget slide with adjustments